Position in UDR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$207,783
+$31,959 QoQ
Shares Held
5,205
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#369
of 517 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Cetera Trust Company, N.A holds $1,381,562 across 7 REIT - Residential names. UDR ranks #4 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
3,380 | $228,314 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
1,535 | $213,272 | |
| 3 | SUI |
Sun Communities Inc
|
1,775 | $212,840 | |
| 4 | UDR |
UDR, Inc.
This page
|
5,205 | $207,783 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
695 | $202,655 | |
| 6 | AMH |
American Homes 4 Rent
|
5,095 | $170,784 | |
| 7 | INVH |
Invitation Homes Inc.
|
4,830 | $145,914 |
All Filings in UDR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,783 | 5,205 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $175,824 | 5,205 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $197,338 | 5,380 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $212,568 | 5,705 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $232,935 | 5,705 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $249,564 | 5,525 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $217,050 | 5,000 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $248,236 | 5,475 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $227,353 | 5,525 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $206,690 | 5,525 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $91,896 | 2,400 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||